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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
901
Chicago Partners Investment Group
Illinois
$327K -$1.75K -33 -0.6%
FMLI
902
Fukoku Mutual Life Insurance
Japan
$326K -$39.4K -745 -12%
SC
903
Sapient Capital
Indiana
$326K +$299K +5,658 New
9WM
904
9258 Wealth Management
Ohio
$326K -$23.9K -452 -7%
LA
905
LBP AM
France
$324K -$825K -15,587 -73%
CWM
906
Congress Wealth Management
Massachusetts
$324K +$3.17K +60 +1%
ESB
907
Essex Savings Bank
Connecticut
$321K – – –
HT
908
Heritage Trust
Oklahoma
$320K +$15.1K +285 +5%
AA
909
Ancora Advisors
Ohio
$320K -$58.7K -1,110 -17%
SCM
910
Stevens Capital Management
Pennsylvania
$317K -$128K -2,420 -30%
PCA
911
Peddock Capital Advisors
Massachusetts
$316K +$19.9K +376 +7%
LWCFA
912
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$316K -$20.1K -379 -6%
CCA
913
Cobblestone Capital Advisors
New York
$316K – – –
CT
914
Colonial Trust
South Carolina
$316K +$66.1K +1,250 +29%
DBIA
915
Dumont & Blake Investment Advisors
New Jersey
$314K -$19.8K -375 -6%
BSW
916
Buckingham Strategic Wealth
Missouri
$313K -$50.2K -949 -15%
AIM
917
Anchor Investment Management
South Carolina
$313K – – –
AF
918
Arrow Financial
New York
$313K -$6.61K -125 -2%
EWA
919
EverSource Wealth Advisors
Alabama
$313K +$1.91K +36 +0.7%
MCC
920
Malaga Cove Capital
California
$311K +$286K +5,406 New
RAM
921
Riggs Asset Management
Pennsylvania
$310K -$38K -719 -12%
ACP
922
Aveo Capital Partners
Colorado
$310K +$10.8K +205 +4%
A
923
AlphaQuest
New York
$310K +$285K +5,392 New
FFS
924
Founders Financial Securities
Maryland
$310K -$847 -16 -0.3%
TPWM
925
Twelve Points Wealth Management
Massachusetts
$309K -$53 -1 -0%
35 36
37
38 39